Pension Services Professional

5 days ago


Birmingham, Birmingham, United Kingdom Pertemps Birmingham Commercial Full time

Pertemps Birmingham Commercial Job

We are seeking an experienced professional to support our financial advisers by providing essential research and analysis. The successful candidate will be responsible for preparing client documentation, ensuring compliance with company and regulatory standards.

This role requires a strong understanding of financial products and the ability to deliver high-quality service to clients.

Key Responsibilities:
  • Support advisers by interpreting client data and providing research and recommendations.
  • Prepare suitability reports, key feature documents, and client illustrations.
Requirements:
  • Experience in a similar role in the financial services industry.
  • Strong knowledge of investment products, pensions, and market structures.

Estimated Salary: £35,500 - £45,000 per annum



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